Joshua Kirchmeier (CRD# 7404333) is an Investment Advisor Representative working at Edward Jones in Grass Lake, MI and has 1 year of experience in the finance industry.
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4992131
Stifel, Nicolaus & Company, Incorporated
CRD# 2029983
Hantz Financial Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Holt, MI | Jun 2022 - Current | 1 |
| Edward Jones | Jackson, MI | Jul 2021 - Jul 2022 | 1 |
| Unemployed | Jackson, MI | Jun 2020 - Jun 2021 | 1 |
| T.b. Simon Power Plant/michigan State University | East Lansing, MI | Aug 2018 - May 2020 | 1 |
| Unemployed | Jackson, MS | Nov 2017 - Jul 2018 | < 1 |
| Arbor Hills Golf Club | Jackson, MI | May 2017 - Oct 2017 | < 1 |
| Student | Jackson, MI | May 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- MI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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